2 дня назад
Trust Manager (Asset Management)
120 000 - 225 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Trust Manager (Asset Management): Overseeing trust management and pooled fund operations with an accent on fiduciary governance, regulatory compliance, product development, and cross-functional coordination. Focus on managing complex fund initiatives, assessing operational and fiduciary risks, and strengthening controls across investment, legal, compliance, tax, and operations teams.
Location: Boston, MA, United States; hybrid schedule with work from the office 4 days per week and remote flexibility 1 day per week.
Base salary: USD 120,000–225,000 per year, plus potential discretionary bonus, incentives, and benefits.
Company
is a private-partnership investment management firm providing tailored investment solutions across global capital markets for institutional clients in more than 60 countries.
What you will do
- Oversee trust vehicles and pooled fund activities in line with fiduciary standards, governing documents, and regulatory requirements.
- Coordinate materials and support governance committees, including investment, policy, board, and audit committees.
- Support fund launches, structural changes, product enhancements, and strategic operating model initiatives.
- Coordinate complex issues across Portfolio Management, Legal, Compliance, Risk, Operations, Tax, and Client Group functions.
- Oversee daily fund operations, including cash flows, onboarding, compliance monitoring, reporting, subscriptions, redemptions, client eligibility, and audit support.
- Assess operational, compliance, and fiduciary risks; support examinations, audits, reviews, documentation, and escalation processes.
Requirements
- 10+ years of experience in asset management, trust or fiduciary services, fund operations, or related financial services.
- Knowledge of fund regulations, including ERISA, OCC, and SEC requirements.
- Strong analytical, problem-solving, risk assessment, written communication, and verbal communication skills.
- Ability to work independently, manage multiple priorities, collaborate across functions, and influence stakeholders.
- High attention to detail, sound judgment, operational excellence, adaptability, and the ability to work effectively under pressure.
- Ability to work from the Boston office 4 days per week with remote flexibility 1 day per week.
Nice to have
- Experience with commingled vehicles, collective investment trusts, or other regulated fund structures.
- Intellectual curiosity, original thinking, and the ability to develop creative solutions.
Culture & Benefits
- Collaborative culture that encourages independent thought and healthy debate.
- Retirement plan, health and wellbeing, dental, vision, pharmacy, HSA, and FSA benefits.
- Life and disability insurance, employee assistance, adoption assistance, and backup childcare.
- Tuition and CFA reimbursement, commuter program, paid holidays, sick time, vacation, and other paid time off.
- Flexible work environment with a structured hybrid office schedule.
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